To add a new Contact in Megaventory, first you need to open your Contacts list by clicking on the gear icon and selecting CONTACTS from the menu on the right:

Click on the Add Contact button to add a new contact in your account:

Adding a new contact to the account requires -at minimum- the setting of the compulsory field of the Contact Name.

  • If the Primary Contact Person is checked, then the Contact Name will be populated by default when the associated supplier/client is chosen in a document.
  • Contacts may also be added through the Data Import module:
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